Kendall Dron is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Key Investment Services, Kendall worked at KeyBank and Trustco Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions while providing recommendations and oversight, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Jason Boeckman is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA and TIAA-CREF for 11 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and maintaining oversight through a Product Due Diligence Committee.